Professional Designations
Accredited Asset Management Specialist
Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses.
Certified Financial Planner
A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Certified Fund Specialist
CFS designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. This does not license individuals to buy or sell mutual funds.
Chartered Financial Consultant
Individuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Retirement Planning Counselor
The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
Behavioral Financial Advisor
BFA's are trained to help clients navigate the emotional and practical aspects of their finances.